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West Branch Capital’s Philip Morris PM Stock Holding History

West Branch Capital’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Sell
8,471
-366
-4% -$63.5K 0.36% 41
2026
Q1 		$1.46M Buy
8,837
+929
+12% +$161K 0.39% 44
2025
Q4 		$1.27M Buy
7,908
+940
+13% +$146K 0.33% 42
2025
Q3 		$1.13M Buy
6,968
+1,928
+38% +$324K 0.3% 46
2025
Q2 		$918K Buy
5,040
+1,775
+54% +$305K 0.27% 49
2025
Q1 		$518K Buy
3,265
+2,658
+438% +$376K 0.17% 54
2024
Q4 		$73.1K Hold
607
– – 0.02% 137
2024
Q3 		$73.7K Buy
607
+7
+1% +$813 0.03% 137
2024
Q2 		$60.8K Hold
600
– – 0.02% 148
2024
Q1 		$55K Hold
600
– – 0.02% 156
2023
Q4 		$56.4K Sell
600
-300
-33% -$27.6K 0.03% 151
2023
Q3 		$83.3K Hold
900
– – 0.04% 126
2023
Q2 		$87.9K Hold
900
– – 0.04% 121
2023
Q1 		$87.5K Hold
900
– – 0.05% 122
2022
Q4 		$91.1K Hold
900
– – 0.06% 124
2022
Q3 		$75K Hold
900
– – 0.05% 137
2022
Q2 		$89K Hold
900
– – 0.05% 128
2022
Q1 		$85K Buy
900
+200
+29% +$20K 0.04% 142
2021
Q4 		$67K Sell
700
-130
-16% -$12.2K 0.03% 181
2021
Q3 		$79K Hold
830
– – 0.04% 155
2021
Q2 		$82K Buy
+830
New +$79.6K 0.04% 156
2020
Q1 		– Sell
-2,469
Closed -$210K – 91
2019
Q4 		$210K Buy
+2,469
New +$203K 0.15% 93
2018
Q2 		– Sell
-13,037
Closed -$1.3M – 99
2018
Q1 		$1.3M Buy
+13,037
New +$1.36M 1.42% 24

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

West Branch Capital's PM Position: Q2 2026 in Review

West Branch Capital reduced its Philip Morris (PM) stake by 4.1% in Q2 2026, selling an estimated $63.5K and leaving 8,471 shares worth $1.53M. The position accounts for 0.36% of the portfolio, ranked #41.

West Branch Capital first reported a position in PM in Q1 2018 and has held it in 23 quarters since. 766 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • West Branch Capital held 8,471 shares of Philip Morris worth $1.53M as of Q2 2026.
  • West Branch Capital sold 366 Philip Morris shares in Q2 2026, an estimated $63.5K.
  • Philip Morris made up 0.36% of West Branch Capital's portfolio in Q2 2026, its #41 holding.
  • West Branch Capital first reported a position in Philip Morris in Q1 2018 and has held it in 23 quarters since.
  • 766 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.